Hedge fund letters

Probabilities & Payoffs – Morgan Stanley IM

Silver Beech – Q4 2024 Investor Letter – 3.26.2025

White Brook Capital Q1 CAL 2025 Commentary

Silver Ring Value Partners – Q1 CAL 2025

Turtle Creek Q4 2024

Massif Capital – Q1 2025 – Water Technology

Kerrisdale Capital – Q1 2025

JPM Private Bank – Michael Cembalest – Q1 2025

Donville Kent – Q4 CAL 2024

JPM Private Bank – Michael Cembalest – Energy Paper – Q1 2025

Crossroads Capital – Q4 2024

Elliot Management – Q4 2024